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| CCH OneClick |

Welcome to the Product Feedback Forum for CCH OneClick. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on. 


First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area.


This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal
home page to locate answers from our software documentation and knowledge base.  You can also use the orange Chatbot button on the homepage to request additional support.



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How can we improve CCH OneClick?

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82 results found

  1. Reminders for documents pending approval

    It would be useful if the frequency of reminders (if not also number of them) could be chosen (or changed from default) when publishing the document to the portal.

    Initial thoughts are that throughout Nov, Dec and Jan we would like more frequent reminders for tax returns requiring approval. We could set this globally for all documents pending approval. However, this means that lots of clients will also be constantly emailed to approve their company accounts (which may not be in a rush to be submitted), or an updated engagement letter etc.

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  2. MESSAGE TEMPLATE - EMPLOYEE SALUTATION FIELD

    Can we have "Employee Salutation" as a field to pick when creating a message template in portal, as employees are not only using their first and last names for email sign off etc.

    A similar feature in OneClick would be needed too.

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